Ensure your policy modifications are compliant and effective. Starting with the construction of an investment policy, this webinar will assess regulatory constraints and how to appropriately place limitations in your investment policy. From there, we’ll provide you with sample policy language for all previously-discussed security types and introduce you to some broad based investment strategies.

Topics covered include:

Investment policy construction

Regulatory constraints and how to appropriately place limitations in the investment policy

Adam joined ALM First Financial Advisors in 2013. As a financial advisor for the firm, he is primarily responsible for developing objective ALM and investment strategies appropriate for client risk profiles. He also designs 'what-if' analyses to test client balance sheet exposure to various scenarios and formulates suggested action plans to maximize client performance within preset risk parameters.

Prior to joining ALM First, Adam was a vice president with Wells Fargo Securities, LLC, where he was responsible for structuring and marketing interest rate derivative products to energy and real estate clients.

Live Session

CUNA is a leading provider of webinars to the credit union movement. CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions' business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with an Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $50 million in assets receive a $50 discount by applying promo code CUSMALL during checkout. Your final price will be visible at checkout. Only one discount applies.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before the start date of this program are eligible for a refund of the amount paid minus a $30 administrative fee . No refunds will be granted for cancellation requests received on or after the start date of this program or for registrations received on or after the start date of this program. Substitutions are accepted any time prior to the start date of this program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.